+285.6%
MRVL vs IJR
+39.9%
+245.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.2% |
| 7D | +5.6% | -2.2% | +7.8% | +9.2% |
| 30D | +8.8% | -4.6% | +13.4% | +17.1% |
| 3M | -15.9% | +0.2% | -16.1% | -15.4% |
| 6M | +161.3% | +14.7% | +146.5% | +119.0% |
| YTD | +178.2% | +18.9% | +159.4% | +119.4% |
| 1Y | +255.3% | +19.9% | +235.4% | +176.0% |
| 3Y | +323.1% | +53.0% | +270.1% | +125.2% |
| All | +285.6% | +39.9% | +245.6% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IJR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling